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Kathleen B Lynch

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey
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1200 HARBOR BOULEVARD, WEEHAWKEN, NJ 07086CRD# 5653703Firm CRD# 8174
01

About

Kathleen B Lynch is a registered financial advisor based in WEEHAWKEN, New Jersey, affiliated with UBS FINANCIAL SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Financial Education
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
UBS FINANCIAL SERVICES INC.
UBS FINANCIAL SERVICES INC.
AUM
$702.4B
Regulatory assets under management
Employees
12701
Total firm employees
View all advisors at UBS FINANCIAL SERVICES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Educational seminars/workshops
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 5653703
Firm CRD# 8174
23 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen B Lynch offer?
Kathleen B Lynch specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in WEEHAWKEN, New Jersey for a consultation.
What are Kathleen B Lynch's credentials?
Kathleen B Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen B Lynch located?
Kathleen B Lynch is based in WEEHAWKEN, New Jersey, working with UBS FINANCIAL SERVICES INC.. Their office serves clients in the WEEHAWKEN metropolitan area and surrounding communities.
How does Kathleen B Lynch charge for services?
Kathleen B Lynch's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS FINANCIAL SERVICES INC.?
UBS FINANCIAL SERVICES INC. has approximately 12701 employees and manages $702.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEEHAWKEN
John Jerome Iii Mcdermott — UBS FINANCIAL SERVICES INC.Tambra Suzanne King — UBS FINANCIAL SERVICES INC.Lisa M. Francomano — UBS FINANCIAL SERVICES INC.William Patrick Frey — UBS FINANCIAL SERVICES INC.Michael Lee Crowl — UBS FINANCIAL SERVICES INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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